What can an AI agent do with Attio?

An Attio AI agent can search your workspace for contacts, companies, and deals; pull full record details; browse lists; log notes; create new records; and update existing attributes like deal stage or owner. It can run on a schedule to keep your CRM current or react to events like new leads or completed calls. Write actions always require your approval.

Will my agent change CRM data without me knowing?

No. Any action that creates or modifies a record - adding a contact, updating a deal stage, logging a note - requires your explicit approval before it executes.

Can I use this to clean up stale or duplicate records?

Yes. You can instruct your agent to search for records matching certain criteria, flag duplicates or gaps in data, and propose updates. You review and approve each change before it's applied.

Does this work with custom objects and attributes in Attio?

Yes. The agent can read and write custom attributes on standard objects (contacts, companies, deals) and surface data from any list your workspace has configured.

CRM & sales

Attio, run by an agent.

An AI agent that tracks, enriches, and updates your CRM records.

Connect Attio Book a demo

What needs your approval

Attio never changes anything without you.

Anything that creates, edits or deletes in Attio waits for your approval. Approve a recurring task once and it runs unattended after that.

Connecting Attio

About 10 minutes

Auth: OAuth, managed
Setup: About 10 minutes

Example tasks

Real work people hand to an agent that uses Attio.

after each sales call, auto-log a summary note to the contact record in attio
every morning, list open deals that have had no activity in 7+ days and send a digest to slack
when a new lead comes in via webhook, create a contact and add them to the right attio list
weekly, pull all companies in a target list and enrich missing fields from public sources